0001891201-22-000003.txt : 20220510 0001891201-22-000003.hdr.sgml : 20220510 20220510163038 ACCESSION NUMBER: 0001891201-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARYLAND CAPITAL ADVISORS INC. CENTRAL INDEX KEY: 0001891201 IRS NUMBER: 522063491 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21551 FILM NUMBER: 22910195 BUSINESS ADDRESS: STREET 1: 7 CHESTER PLAZA CITY: CHESTER STATE: MD ZIP: 21619 BUSINESS PHONE: 410-604-2741 MAIL ADDRESS: STREET 1: 7 CHESTER PLAZA CITY: CHESTER STATE: MD ZIP: 21619 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001891201 XXXXXXXX 03-31-2022 03-31-2022 MARYLAND CAPITAL ADVISORS INC.
7 CHESTER PLAZA CHESTER MD 21619
13F HOLDINGS REPORT 028-21551 N
MICHAEL J. DAMAS PRESIDENT 410-604-2741 MICHAEL J. DAMAS CHESTER MD 05-10-2022 0 195 114139 false
INFORMATION TABLE 2 13f.xml 3M CO COM 88579Y101 57 385 SH SOLE 385 0 0 ABBVIE INC COM 00287Y109 49 300 SH SOLE 300 0 0 ADAMS DIVERSIFIED EQUITY FD COM 006212104 3 175 SH SOLE 175 0 0 AIR PRODS & CHEMS INC COM 009158106 9 35 SH SOLE 35 0 0 ALPHABET INC CAP STK CL C 02079K107 28 10 SH SOLE 10 0 0 ALTRIA GROUP INC COM 02209S103 12 226 SH SOLE 226 0 0 AMAZON COM INC COM 023135106 49 15 SH SOLE 15 0 0 AMGEN INC COM 031162100 168 696 SH SOLE 696 0 0 APPLE INC COM 037833100 721 4130 SH SOLE 4130 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 9 100 SH SOLE 100 0 0 AT&T INC COM 00206R102 36 1509 SH SOLE 1509 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 284 1250 SH SOLE 1250 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 349 990 SH SOLE 940 0 50 BLACKROCK INC COM 09247X101 153 200 SH SOLE 200 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 15 167 SH SOLE 167 0 0 BROADCOM INC COM 11135F101 123 195 SH SOLE 195 0 0 CDK GLOBAL INC COM 12508E101 19 400 SH SOLE 400 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 2 3 SH SOLE 3 0 0 CHEVRON CORP NEW COM 166764100 628 3856 SH SOLE 3856 0 0 CISCO SYS INC COM 17275R102 45 805 SH SOLE 805 0 0 CLOROX CO DEL COM 189054109 14 100 SH SOLE 100 0 0 COCA COLA CO COM 191216100 62 1000 SH SOLE 1000 0 0 COMCAST CORP NEW CL A 20030N101 20 426 SH SOLE 426 0 0 CONOCOPHILLIPS COM 20825C104 9 92 SH SOLE 92 0 0 CORNING INC COM 219350105 4 95 SH SOLE 95 0 0 CORTEVA INC COM 22052L104 7 116 SH SOLE 116 0 0 CVS HEALTH CORP COM 126650100 38 378 SH SOLE 378 0 0 DANAHER CORPORATION COM 235851102 25 85 SH SOLE 85 0 0 DELL TECHNOLOGIES INC CL C 24703L202 0 7 SH SOLE 7 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 3 100 SH SOLE 100 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1850 37731 SH SOLE 0 0 37731 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 3 100 SH SOLE 100 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 841 25114 SH SOLE 14560 0 10554 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2970 94218 SH SOLE 50786 0 43432 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 120 2584 SH SOLE 927 0 1657 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 185 3303 SH SOLE 1756 0 1547 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 87 3215 SH SOLE 2787 0 428 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1219 43298 SH SOLE 23444 0 19854 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1601 61028 SH SOLE 29067 0 31961 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 27 976 SH SOLE 976 0 0 DISNEY WALT CO COM 254687106 167 1216 SH SOLE 1216 0 0 DOW INC COM 260557103 11 179 SH SOLE 179 0 0 ECOLAB INC COM 278865100 4 25 SH SOLE 25 0 0 EXXON MOBIL CORP COM 30231G102 235 2845 SH SOLE 2845 0 0 FORD MTR CO DEL COM 345370860 2 90 SH SOLE 0 0 90 FORTIVE CORP COM 34959J108 3 50 SH SOLE 50 0 0 GENERAL ELECTRIC CO COM NEW 369604301 45 487 SH SOLE 487 0 0 GENERAL MLS INC COM 370334104 74 1100 SH SOLE 1100 0 0 GENUINE PARTS CO COM 372460105 88 700 SH SOLE 700 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 21 489 SH SOLE 489 0 0 HOME DEPOT INC COM 437076102 138 460 SH SOLE 460 0 0 ILLINOIS TOOL WKS INC COM 452308109 188 900 SH SOLE 900 0 0 INTEL CORP COM 458140100 124 2500 SH SOLE 2500 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 61 473 SH SOLE 473 0 0 ISHARES INC MSCI GLB SLV&MTL 464286327 30 2135 SH SOLE 2135 0 0 ISHARES INC CORE MSCI EMKT 46434G103 2048 36872 SH SOLE 15415 0 21457 ISHARES INC MSCI EMRG CHN 46434G764 36 627 SH SOLE 254 0 373 ISHARES INC EM MKT SM-CP ETF 464286475 13 230 SH SOLE 0 0 230 ISHARES INC EM MKTS DIV ETF 464286319 1085 33180 SH SOLE 11529 0 21651 ISHARES TR CRE U S REIT ETF 464288521 6 87 SH SOLE 87 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 3055 29211 SH SOLE 2349 0 26862 ISHARES TR 0-5 YR TIPS ETF 46429B747 1 6 SH SOLE 0 0 6 ISHARES TR EAFE SML CP ETF 464288273 101 1516 SH SOLE 928 0 588 ISHARES TR U.S. TECH ETF 464287721 688 6680 SH SOLE 6680 0 0 ISHARES TR U.S. REAL ES ETF 464287739 63 580 SH SOLE 580 0 0 ISHARES TR US INDUSTRIALS 464287754 105 1000 SH SOLE 1000 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 9 100 SH SOLE 100 0 0 ISHARES TR GLOBAL ENERG ETF 464287341 0 12 SH SOLE 12 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 243 2028 SH SOLE 2028 0 0 ISHARES TR RUS MD CP GR ETF 464287481 468 4656 SH SOLE 4656 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 2 9 SH SOLE 9 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 3 17 SH SOLE 17 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1911 6882 SH SOLE 6882 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1662 10013 SH SOLE 10013 0 0 ISHARES TR RUS 1000 ETF 464287622 72 287 SH SOLE 261 0 26 ISHARES TR CORE S&P500 ETF 464287200 34 75 SH SOLE 75 0 0 ISHARES TR CORE S&P US VLU 464287663 176 2324 SH SOLE 2324 0 0 ISHARES TR CORE S&P US GWT 464287671 22 212 SH SOLE 212 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 18020 371851 SH SOLE 220088 0 151763 ISHARES TR CORE S&P SCP ETF 464287804 258 2389 SH SOLE 2388 0 1 ISHARES TR ISHS 1-5YR INVS 464288646 44 850 SH SOLE 76 0 774 ISHARES TR INTL DEV RE ETF 464288489 135 4975 SH SOLE 483 0 4492 ISHARES TR CORE MSCI EAFE 46432F842 126 1818 SH SOLE 911 0 907 ISHARES TR BLACKROCK ULTRA 46434V878 1674 33375 SH SOLE 27323 0 6052 ISHARES TR EAFE VALUE ETF 464288877 4685 93221 SH SOLE 31195 0 62026 ISHARES TR MSCI EAFE ETF 464287465 246 3348 SH SOLE 3348 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 370 8194 SH SOLE 8194 0 0 ISHARES TR SELECT DIVID ETF 464287168 38 300 SH SOLE 300 0 0 ISHARES TR MSCI ACWI ETF 464288257 213 2130 SH SOLE 2130 0 0 JOHNSON & JOHNSON COM 478160104 267 1509 SH SOLE 1509 0 0 JPMORGAN CHASE & CO COM 46625H100 78 575 SH SOLE 575 0 0 KIMBERLY-CLARK CORP COM 494368103 49 400 SH SOLE 400 0 0 KONTOOR BRANDS INC COM 50050N103 5 114 SH SOLE 114 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 1 94 SH SOLE 94 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 2 63 SH SOLE 63 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 1 21 SH SOLE 21 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 0 10 SH SOLE 10 0 0 LIBERTY LATIN AMERICA LTD COM CL A G9001E102 0 3 SH SOLE 3 0 0 LOCKHEED MARTIN CORP COM 539830109 4 10 SH SOLE 10 0 0 MARKEL CORP COM 570535104 47 32 SH SOLE 32 0 0 MARVELL TECHNOLOGY INC COM 573874104 42 584 SH SOLE 584 0 0 MASTERCARD INCORPORATED CL A 57636Q104 55 155 SH SOLE 155 0 0 MCCORMICK & CO INC COM NON VTG 579780206 160 1600 SH SOLE 1600 0 0 MERCK & CO INC COM 58933Y105 240 2930 SH SOLE 2930 0 0 META PLATFORMS INC CL A 30303M102 38 172 SH SOLE 172 0 0 MICROSOFT CORP COM 594918104 215 696 SH SOLE 696 0 0 MONDELEZ INTL INC CL A 609207105 38 600 SH SOLE 600 0 0 MORGAN STANLEY COM NEW 617446448 26 300 SH SOLE 300 0 0 NETFLIX INC COM 64110L106 24 65 SH SOLE 65 0 0 NEW MTN FIN CORP COM 647551100 25 1798 SH SOLE 1798 0 0 NEXTERA ENERGY INC COM 65339F101 8 100 SH SOLE 50 0 50 NIKE INC CL B 654106103 109 808 SH SOLE 808 0 0 NORFOLK SOUTHN CORP COM 655844108 228 800 SH SOLE 800 0 0 NORTHROP GRUMMAN CORP COM 666807102 47 104 SH SOLE 104 0 0 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 1 25 SH SOLE 25 0 0 OCCIDENTAL PETE CORP COM 674599105 11 200 SH SOLE 200 0 0 ORGANON & CO COMMON STOCK 68622V106 9 250 SH SOLE 250 0 0 PAYPAL HLDGS INC COM 70450Y103 17 146 SH SOLE 146 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 13 500 SH SOLE 500 0 0 PEPSICO INC COM 713448108 13 75 SH SOLE 75 0 0 PHILLIPS 66 COM 718546104 4 46 SH SOLE 46 0 0 PLUG POWER INC COM NEW 72919P202 5 166 SH SOLE 166 0 0 PROCTER AND GAMBLE CO COM 742718109 275 1800 SH SOLE 1800 0 0 PRUDENTIAL FINL INC COM 744320102 24 200 SH SOLE 200 0 0 QUALCOMM INC COM 747525103 31 206 SH SOLE 206 0 0 RAMBUS INC DEL COM 750917106 18 575 SH SOLE 575 0 0 ROYAL BK CDA COM 780087102 3 25 SH SOLE 25 0 0 SCHLUMBERGER LTD COM STK 806857108 31 750 SH SOLE 750 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 112 2097 SH SOLE 440 0 1657 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 127 2565 SH SOLE 1157 0 1408 SCHWAB STRATEGIC TR US REIT ETF 808524847 0 12 SH SOLE 12 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8 229 SH SOLE 229 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1 22 SH SOLE 22 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 5 142 SH SOLE 2 0 140 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 23 432 SH SOLE 432 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 15 326 SH SOLE 326 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 68 900 SH SOLE 900 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 32 826 SH SOLE 826 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 47 609 SH SOLE 609 0 0 SERVICENOW INC COM 81762P102 46 82 SH SOLE 82 0 0 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 3 82 SH SOLE 8 0 74 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 10 291 SH SOLE 255 0 36 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 735 12976 SH SOLE 4477 0 8499 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 14 476 SH SOLE 381 0 95 SPDR S&P 500 ETF TR TR UNIT 78462F103 339 750 SH SOLE 750 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 243 495 SH SOLE 495 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 12 182 SH SOLE 182 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 2 20 SH SOLE 0 0 20 SPDR SER TR DJ REIT ETF 78464A607 1 6 SH SOLE 6 0 0 SPDR SER TR BLOOMBERG INTL T 78464A516 4 160 SH SOLE 0 0 160 STATE STR CORP COM 857477103 17 200 SH SOLE 200 0 0 TELEFLEX INCORPORATED COM 879369106 9 25 SH SOLE 25 0 0 TESLA INC COM 88160R101 61 56 SH SOLE 56 0 0 TEXAS INSTRS INC COM 882508104 115 625 SH SOLE 625 0 0 TRUIST FINL CORP COM 89832Q109 21 372 SH SOLE 372 0 0 UNILEVER PLC SPON ADR NEW 904767704 19 411 SH SOLE 411 0 0 V F CORP COM 918204108 45 800 SH SOLE 800 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2422 31085 SH SOLE 15178 0 15907 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3750 45786 SH SOLE 20980 0 24806 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 49 941 SH SOLE 941 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 113 392 SH SOLE 392 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 7889 53383 SH SOLE 23830 0 29553 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10513 46176 SH SOLE 16520 0 29656 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 52 345 SH SOLE 74 0 271 VANGUARD INDEX FDS MID CAP ETF 922908629 71 297 SH SOLE 122 0 175 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3854 35560 SH SOLE 15410 0 20149 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2858 16245 SH SOLE 7423 0 8822 VANGUARD INDEX FDS SMALL CP ETF 922908751 2094 9854 SH SOLE 4582 0 5272 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 439 9518 SH SOLE 4457 0 5061 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 122 1208 SH SOLE 1208 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 653 5271 SH SOLE 2392 0 2879 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3276 63063 SH SOLE 29105 0 33958 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2401 46888 SH SOLE 26385 0 20503 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 8656 167917 SH SOLE 63828 0 104089 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 25 350 SH SOLE 350 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 29 410 SH SOLE 410 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2960 49951 SH SOLE 24083 0 25868 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 32 410 SH SOLE 410 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 25 263 SH SOLE 263 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 71 828 SH SOLE 828 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 280 1727 SH SOLE 1727 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 4 60 SH SOLE 0 0 60 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3863 80439 SH SOLE 37688 0 42751 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 860 12717 SH SOLE 1326 0 11391 VANGUARD WORLD FD MEGA GRWTH IND 921910816 370 1570 SH SOLE 1570 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 80 192 SH SOLE 192 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 40 424 SH SOLE 424 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 5 28 SH SOLE 28 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3 53 SH SOLE 53 0 0 VISA INC COM CL A 92826C839 56 253 SH SOLE 253 0 0 VMWARE INC CL A COM 928563402 0 3 SH SOLE 3 0 0 VONTIER CORPORATION COM 928881101 1 20 SH SOLE 20 0 0 WALMART INC COM 931142103 182 1225 SH SOLE 1225 0 0 WEC ENERGY GROUP INC COM 92939U106 39 393 SH SOLE 393 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 1057 15406 SH SOLE 8015 0 7391